SAM
MFA

Shell Asset Management’s MFA Financial MFA Stock Holding History

Shell Asset Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12K Sell
1,290
-3,477
-73% -$33.6K ﹤0.01% 1097
2025
Q2 		$45K Sell
4,767
-535
-10% -$5.05K ﹤0.01% 1163
2025
Q1 		$54K Sell
5,302
-234
-4% -$2.45K ﹤0.01% 1135
2024
Q4 		$56K Hold
5,536
– – ﹤0.01% 1158
2024
Q3 		$70K Buy
+5,536
New +$65.3K ﹤0.01% 1126
2024
Q1 		$62K Sell
5,856
-722
-11% -$8.09K ﹤0.01% 1129
2023
Q4 		$74K Sell
6,578
-1,935
-23% -$19.6K ﹤0.01% 1117
2023
Q3 		$82K Sell
8,513
-204
-2% -$2.21K ﹤0.01% 1121
2023
Q2 		$98K Sell
8,717
-51
-0.6% -$543 ﹤0.01% 1122
2023
Q1 		$87K Sell
8,768
-30
-0.3% -$318 ﹤0.01% 1135
2022
Q4 		$87K Sell
8,798
-802
-8% -$8.06K ﹤0.01% 1186
2022
Q3 		$75K Sell
9,600
-1,298
-12% -$14.5K ﹤0.01% 1288
2022
Q2 		$117K Buy
10,898
+196
+2% +$2.64K ﹤0.01% 1248
2022
Q1 		$173K Sell
10,702
-1,576
-13% -$27.2K ﹤0.01% 1195
2021
Q4 		$224K Buy
12,278
+43
+0.4% +$783 ﹤0.01% 1179
2021
Q3 		$224K Sell
12,235
-525
-4% -$9.75K 0.01% 1171
2021
Q2 		$234K Buy
12,760
+685
+6% +$12.1K ﹤0.01% 1190
2021
Q1 		$197K Hold
12,075
– – ﹤0.01% 1147
2020
Q4 		$188K Hold
12,075
– – ﹤0.01% 1130
2020
Q3 		$129K Hold
12,075
– – ﹤0.01% 1131
2020
Q2 		$120K Sell
12,075
-127
-1% -$983 ﹤0.01% 1128
2020
Q1 		$76K Sell
12,202
-185
-1% -$4.92K ﹤0.01% 1140
2019
Q4 		$379K Sell
12,387
-313
-2% -$9.55K 0.01% 982
2019
Q3 		$374K Sell
12,700
-109
-0.9% -$3.17K 0.01% 1003
2019
Q2 		$368K Sell
12,809
-292
-2% -$8.52K 0.01% 1023
2019
Q1 		$381K Hold
13,101
– – 0.01% 1003
2018
Q4 		$350K Sell
13,101
-1,100
-8% -$30.9K 0.01% 951
2018
Q3 		$418K Hold
14,201
– – 0.01% 1009
2018
Q2 		$431K Sell
14,201
-760
-5% -$23.2K 0.01% 972
2018
Q1 		$451K Hold
14,961
– – 0.01% 940
2017
Q4 		$474K Hold
14,961
– – 0.01% 918
2017
Q3 		$524K Sell
14,961
-375
-2% -$13K 0.01% 856
2017
Q2 		$515K Hold
15,336
– – 0.01% 898
2017
Q1 		$496K Sell
15,336
-1,073
-7% -$34.2K 0.01% 908
2016
Q4 		$501K Sell
16,409
-143
-0.9% -$4.29K 0.01% 877
2016
Q3 		$495K Sell
16,552
-759
-4% -$23K 0.01% 871
2016
Q2 		$503K Sell
17,311
-987
-5% -$27.8K 0.01% 730
2016
Q1 		$501K Sell
18,298
-1,097
-6% -$28.8K 0.01% 680
2015
Q4 		$512K Buy
+19,395
New +$536K 0.01% 692

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shell Asset Management's MFA Position: Q3 2025 in Review

Shell Asset Management reduced its MFA Financial (MFA) stake by 73% in Q3 2025, selling an estimated $33.6K and leaving 1,290 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Shell Asset Management first reported a position in MFA in Q4 2015 and has held it in 39 quarters since. The position peaked at $524K in Q3 2017. 207 funds tracked by Wall St. Rank hold MFA as of Q3 2025.

  • Shell Asset Management held 1,290 shares of MFA Financial worth $12K as of Q3 2025.
  • Shell Asset Management sold 3,477 MFA Financial shares in Q3 2025, an estimated $33.6K.
  • MFA Financial made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1097 holding.
  • Shell Asset Management first reported a position in MFA Financial in Q4 2015 and has held it in 39 quarters since.
  • Shell Asset Management's MFA Financial position peaked at $524K in Q3 2017.
  • 207 funds tracked by Wall St. Rank held MFA Financial as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.